sung/neocloud-dipsTrades the swings in the most violent corner of AI. Small bites, one add on a deeper dip, out within three days. Steps aside when the whole market is the problem.
Total−15.2%
Today+1.1%
Sessions17
sung/ai-chip-momentumTreats AI chips as a relay race. Owns the four with the best month every morning, the leader heaviest, and walks away when NVDA breaks 4%.
Total−16.9%
Today+2.7%
Sessions17
sung/datacenter-buildoutSlow money on the AI data center buildout. Eight names by three-month momentum, reshuffled weekly. A one-day 8% pop gets sold as a gift.
